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The Scotia Partners S&P Plus Programs ("Scotia") apply a quantitative approach to determining long-, intermediate-, and short-term trends on the S&P 500. Based on the alignment of their signals across multiple time frames, Scotia will invest long, short, or neutral the S&P 500.
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The Scotia Growth S&P Plus Program will invest 100% of capital on day one of a trade.
- The model takes a four step approach to portfolio construction: Long term, intermediate term, short term signals with an overbought/oversold overlay.
- Scotia uses the Rydex S&P 500 2x Strategy Fund (RYTNX) and Rydex Inverse S&P 500 2x Strategy Fund (RYTPX) to execute its strategy. These funds are specifically designed for active portfolios. These funds seek to provide investment returns that correlate to 200% of the daily performance of the S&P 500 Index.
- The strategy attempts to generate high probability trades with a high degree of selectivity. Trades typically have a 1-3 day duration; therefore, the portfolio may be in money market more than 50% of the time.
Past performance is no guarantee of future returns.
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